See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 5-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $2,836 | $118,680-97.6% | $98,907-97.1% | $158,922-98.2% |
| Participation rate | 95.7% | 77.8%+17.8pp | 76.0%+19.6pp | 82.0%+13.7pp |
| Annual return | 0.00% | 372.35%-372.4pp | 196.43%-196.4pp | 302.83%-302.8pp |
| Employer contribution / active EE | $891 | $3,333-73.3% | $2,689-66.9% | $4,761-81.3% |
| Participant deferral / active EE | $1,799 | $5,088-64.6% | $4,244-57.6% | $5,982-69.9% |
| Admin fee / account holder | $109 | $10,131-98.9% | $6,642-98.4% | $11,246-99.0% |